Citi Wealth Planner

Citi

New York City, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
Not specified (assumed to be hybrid given the nature of the role)
Estate, gift and income tax planning
Transition event planning
Business succession planning
Citi is seeking a Wealth Planner to partner with Private Bankers in providing tailored wealth structuring services, emphasizing estate, tax, and charitable planning. The ideal candidate will have a JD degree, at least eight years of trust and estate experience, and strong communication skills

Job Summary

  • The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services.
  • Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Match Score: 85

Citi is seeking a Wealth Planner to partner with Private Bankers in providing tailored wealth structuring services, emphasizing estate, tax, and charitable planning. The ideal candidate will have a JD degree, at least eight years of trust and estate experience, and strong communication skills.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs

Skills & Requirements

Must-have

  • Estate, gift and income tax planning
  • Transition event planning
  • Business succession planning
  • Charitable planning and related vehicles
  • Insurance planning

Nice-to-have

  • Sharing best practices and technical information
  • Developing marketing materials
  • Cultivating professional relationships
  • Creative problem-solving skills
  • Working through complex organizations

Key Requirements

  • JD degree required
  • Eight years trust and estate industry experience
  • Strong legal and tax knowledge
  • Proven communication skills
  • Proven presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter